See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,716 | $74,927-89.7% | $101,794-92.4% | $84,808-90.9% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.2%+17.0pp | 68.3%+17.9pp |
| Annual return | 9.47% | 18.70%-9.2pp | 30.53%-21.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $545 | $1,522-64.2% | $2,289-76.2% | $2,631-79.3% |
| Participant deferral / active EE | $1,834 | $3,099-40.8% | $4,084-55.1% | $4,212-56.4% |
| Admin fee / account holder | $862 | $6,514-86.8% | $8,777-90.2% | $7,344-88.3% |